A detailed history of Investors Research Corp transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Investors Research Corp holds 65,788 shares of SCHD stock, worth $1.81 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
65,788
Previous 62,217 5.74%
Holding current value
$1.81 Million
Previous $4.84 Million 14.97%
% of portfolio
1.25%
Previous 1.15%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$77.02 - $85.06 $275,038 - $303,749
3,571 Added 5.74%
65,788 $5.56 Million
Q2 2024

Jul 31, 2024

BUY
$75.81 - $80.15 $392,089 - $414,535
5,172 Added 9.07%
62,217 $4.84 Million
Q1 2024

May 06, 2024

BUY
$75.25 - $80.63 $95,341 - $102,158
1,267 Added 2.27%
57,045 $4.6 Million
Q4 2023

Jan 30, 2024

BUY
$66.9 - $76.32 $135,071 - $154,090
2,019 Added 3.76%
55,778 $4.25 Million
Q3 2023

Nov 01, 2023

SELL
$70.63 - $75.66 $202,708 - $217,144
-2,870 Reduced 5.07%
53,759 $3.8 Million
Q2 2023

Aug 14, 2023

BUY
$69.18 - $73.94 $121,618 - $129,986
1,758 Added 3.2%
56,629 $4.11 Million
Q1 2023

May 11, 2023

BUY
$70.28 - $78.03 $164,876 - $183,058
2,346 Added 4.47%
54,871 $4.01 Million
Q4 2022

Feb 06, 2023

BUY
$67.16 - $79.06 $189,727 - $223,344
2,825 Added 5.68%
52,525 $3.97 Million
Q3 2022

Nov 10, 2022

BUY
$66.43 - $77.87 $240,543 - $281,967
3,621 Added 7.86%
49,700 $3.3 Million
Q2 2022

Jul 21, 2022

BUY
$70.31 - $80.24 $296,145 - $337,970
4,212 Added 10.06%
46,079 $3.3 Million
Q1 2022

Apr 13, 2022

BUY
$75.14 - $81.94 $445,580 - $485,904
5,930 Added 16.5%
41,867 $3.3 Million
Q4 2021

Jan 27, 2022

BUY
$74.93 - $80.86 $429,723 - $463,732
5,735 Added 18.99%
35,937 $2.91 Million
Q3 2021

Oct 27, 2021

BUY
$74.23 - $78.13 $306,495 - $322,598
4,129 Added 15.84%
30,202 $2.24 Million
Q2 2021

Jul 29, 2021

BUY
$73.32 - $77.65 $395,341 - $418,688
5,392 Added 26.07%
26,073 $1.97 Million
Q1 2021

Apr 28, 2021

BUY
$63.23 - $73.67 $412,765 - $480,917
6,528 Added 46.12%
20,681 $1.51 Million
Q4 2020

Jan 21, 2021

BUY
$54.8 - $65.16 $480,815 - $571,713
8,774 Added 163.12%
14,153 $908,000
Q3 2020

Oct 20, 2020

BUY
$50.37 - $58.54 $270,940 - $314,886
5,379 New
5,379 $297,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


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